Virtual CFO

Virtual CFO

Outsourced CFO services — MIS reporting, tax planning, cash flow, compliance and strategic finance.

Online support Clear checklist Transparent pricing

About our Virtual CFO service

As a business grows past its first few crores in revenue, the founder can no longer run finance on instinct and a spreadsheet — but a full-time CFO costs ₹30–60 lakh a year. A Virtual CFO gives you senior financial leadership at a fraction of that cost: someone who owns your numbers, cash flow, compliance and financial strategy.

TaxClear\'s Virtual CFO service gives growing businesses a dedicated finance partner. We set up and review your management accounts, build monthly MIS and cash-flow forecasts, manage budgeting and variance analysis, oversee statutory compliance (GST, TDS, ROC, income tax), prepare investor and lender reporting, and advise on pricing, unit economics and fund-raising. You get board-level financial clarity and control without the cost of a full-time hire — ideal for startups, D2C brands, agencies and businesses preparing to raise capital.

Pricing

Virtual CFO Plans & Pricing

All prices include taxes.

Start with only 20% advance. The remaining professional fee is payable after the computation is prepared and approved, but before filing.

Prices are starting prices and may vary depending on the complexity, transactions and records involved.

Not sure which plan applies to you?

Book a consultation and we will review your specific case, documents and requirements before confirming the right Virtual CFO plan for you.

Final pricing for complex cases may be confirmed after document review. Prefer email? Send an enquiry.

Why clients trust TaxClear

M/s. SHUBHAM PANKAJ & CO — led by Shubham Goyal

🔒 Your documents and data are handled securely and confidentially.

“Professional bookkeeping, MIS reporting and CFO support. Great value for our startup.”

— Kevin Lee, USA (Virtual CFO)

“Shubham and his team made my ITR filing very smooth and simple. Excellent support throughout.”

— Rahul Mehta, Mumbai (ITR Filing)

“The Shubham team is very professional and responsive. GST compliance is now stress-free for us.”

— Priya Sharma, Delhi (GST Services)
What's Included

Everything covered in your service

Clear scope before work starts

You receive a practical document checklist and service scope before filing, drafting or submission.

Online process

Share documents securely online and get support through email or Google Meet.

Transparent pricing

Pricing shown on the page is clearly stated with taxes included.

Post-service support

Basic acknowledgement, filing status and next-step guidance are included after submission.

Process

How your work will be handled

Share query

Send your requirement through email or the secure contact form.

Document review

We review facts and share the exact checklist for your case.

Filing / drafting

Your return, form, reply or application is prepared carefully.

Submission support

You receive final confirmation, acknowledgement and next steps.

FAQ

Common questions about Virtual CFO

A Virtual CFO owns your financial function at a strategic level: monthly MIS and management accounts, cash-flow forecasting, budgeting and variance analysis, compliance oversight, investor/lender reporting, and advice on pricing, margins and fund-raising — everything a full-time CFO would do, delivered remotely on a retainer.
An accountant records what has happened; a Virtual CFO interprets it and guides what to do next. Bookkeeping tells you last month's numbers — a Virtual CFO helps you forecast cash, improve margins, plan hiring, and present credible numbers to investors and banks.
Startups and growing SMEs (typically ₹1–50 crore revenue), D2C and e-commerce brands, agencies, and any business preparing to raise funding or apply for significant debt — where financial decisions have become too important to leave to part-time attention but a full-time CFO is not yet justified.
Yes. We work on top of your existing accounting (Tally, Zoho, QuickBooks) and team, adding the strategic and reporting layer. We can also clean up and restructure your books first if needed.
Typically a monthly MIS pack: P&L and balance sheet, cash-flow statement and forecast, key metrics and KPIs, budget-vs-actual variance, and a short commentary with recommendations. Reporting is tailored to what your business and investors need.
Yes. We prepare financial models, projections, data rooms and investor reporting, and help you present clean, defensible numbers and unit economics during due diligence.

Need help with Virtual CFO?

Talk to Shubham Goyal — expert consultation at ₹299. All prices include taxes.

The ₹299 consultation fee will be adjusted against your final professional fee when you proceed with any TaxClear.in service.